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Aprio Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Aprio Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.91M Sell
22,965
-1,869
-8% -$513K 0.32% 65
2025
Q4 		$6.93M Sell
24,834
-846
-3% -$242K 0.4% 53
2025
Q3 		$7.54M Sell
25,680
-9,244
-26% -$2.67M 0.75% 28
2025
Q2 		$9.93M Sell
34,924
-19,403
-36% -$5M 1.12% 19
2025
Q1 		$13.3M Buy
54,327
+10,223
+23% +$2.66M 1.67% 13
2024
Q4 		$11.2M Buy
44,104
+5,488
+14% +$1.41M 1.63% 13
2024
Q3 		$9.4M Buy
38,616
+2,699
+8% +$629K 1.5% 14
2024
Q2 		$8.24M Buy
35,917
+935
+3% +$214K 1.5% 12
2024
Q1 		$8.25M Buy
34,982
+5,517
+19% +$1.24M 1.62% 13
2023
Q4 		$6.47M Buy
29,465
+3,876
+15% +$775K 1.44% 17
2023
Q3 		$4.98M Buy
+25,589
New +$5.22M 1.37% 17

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Aprio Wealth Management's VOT Position: Q1 2026 in Review

Aprio Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.5% in Q1 2026, selling an estimated $513K and leaving 22,965 shares worth $5.91M. The position accounts for 0.32% of the portfolio, ranked #65.

Aprio Wealth Management first reported a position in VOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q1 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Aprio Wealth Management held 22,965 shares of Vanguard Mid-Cap Growth ETF worth $5.91M as of Q1 2026.
  • Aprio Wealth Management sold 1,869 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $513K.
  • Vanguard Mid-Cap Growth ETF made up 0.32% of Aprio Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Aprio Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $13.3M in Q1 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.